I think that the U.S. consumer is hot to trot. I think you're looking at a first quarter that's going to easily top 10 percent (in retail sales increase) on an annualized basis.

I think that the U.S. consumer is hot to trot, ... I think you're looking at a first quarter that's going to easily top 10 percent (in retail sales increase) on an annualized basis.

The question must be asked as to what psychological impact there may be from this oft-cited [number] ... upon consumer sentiment. The unemployment rate and inflation are the most important determinants of consumer sentiment.

They got a little hot in that third quarter. But we didn't still didn't give up.

It is going to make economists slightly revise down first-quarter GDP, which they already did with the weaker consumer spending number.

Our results for the first quarter confirm that discretionary consumer spending is softening in New Zealand and Australia.